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Get Institutions for : 
Ark Innovation ETF (ARKK)  
$44.43 1.12 (2.46%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 623    13
Total shares held : 
 74,801,017  
% of shares held : 
 67.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -49  
Amount of shares held : 
 405,944  
% of shares held change : 
   0.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $39.04  
Last Quarter's Ending Price : 
 $52.37  
Last Quarter's Average Price : 
 $43.29  
Change from last quarter's     
avg. price to the last closing  : 
1.14 (2.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
66
 2,297,774
 3.07%
 
Increased Positions :
171
 12,384,810
 16.56%
 
Unchanged Positions :
153
 779,381
 1.04%
 
Decreased Positions :
233
-13,092,092
-17.5%
 
Closed Positions :
53
-1,184,548
-1.58%
 
Guru Positions :
1
137,477
 0.18%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VERITION FUND MANAGEGMENT LLC 381 - 2023-12-31 78,443 $4,108,000 0
   HBW Advisory Services LLC 51 - 2024-03-31 57,834 $3,009,000 0
   Yarbrough Capital LLC 64 - 2024-03-31 56,176 $2,813,000 0
   Parkwood LLC 58 - 2023-12-31 53,300 $2,791,000 0
   Candriam Luxembourg S.C.A. 490 - 2023-12-31 35,520 $1,860,000 0
   JTC Employer Solutions Trusteee Ltd 51 - 2024-03-31 32,912 $1,649,000 0
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 927 - 2024-03-31 27,800 $1,392,000 0
   Well Done LLC 55 - 2024-03-31 26,837 $1,344,000 0
   Glassman Wealth Services 20 - 2024-03-31 22,487 $1,126,000 0
   Stonehage Fleming Financial Services Holdings Ltd 56 - 2023-12-31 19,533 $1,023,000 0
   ASSET MANAGEMENT INVESTORS LLC 70 - 2023-12-31 15,785 $827,000 0
   Principle Wealth Partners LLC 172 - 2024-03-31 16,258 $814,000 0
   Biltmore Family Office LLC 86 - 2023-12-31 15,500 $812,000 0
   GUYASUTA INVESTMENT ADVISORS INC 130 - 2024-03-31 13,673 $716,000 0
   Sierra Capital LLC 83 - 2024-03-31 13,856 $694,000 0
   Commonwealth Retirement Investments LLC - 2024-03-31 13,376 $670,000 0
   MCDONALD PARTNERS LLC 153 - 2024-03-31 11,813 $592,000 0
   RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 31 - 2024-03-31 11,287 $565,000 0
   ICAPITAL WEALTH LLC - 2024-03-31 10,704 $536,000 0
   NavPoint Financial Inc. 33 - 2024-03-31 9,487 $475,000 0
   LEGACY FINANCIAL GROUP INC. 44 - 2023-12-31 8,427 $441,000 0
   St. Louis Trust Co - 2024-03-31 8,615 $431,000 0
   NTV ASSET MANAGEMENT LLC 176 - 2023-12-31 8,165 $428,000 0
   Silicon Hills Wealth Management LLC 62 - 2023-06-30 8,345 $368,000 0
   MADISON ASSET MANAGEMENT LLC 301 - 2023-12-31 6,730 $352,000 0
   Mandatum Life Insurance Co Ltd 54 - 2023-12-31 5,887 $308,000 0
   Ruggaard & Associates LLC 89 - 2023-12-31 5,696 $298,000 0
   Phillips Wealth Planners LLC 117 - 2024-03-31 6,570 $287,000 0
   Financial Perspectives Inc 113 - 2024-03-31 5,690 $285,000 0
   Spire Wealth Management 681 - 2024-03-31 5,635 $282,000 0
   Tyler-Stone Wealth Management 150 - 2023-12-31 4,957 $260,000 0
   PAUL A. VIOLICH INC 98 - 2024-03-31 5,000 $250,000 0
   Wealth Alliance Advisory Group LLC 159 - 2024-03-31 4,926 $247,000 0
   Joel Isaacson & Co. LLC - 2024-03-31 4,806 $241,000 0
   High Net Worth Advisory Group LLC 189 - 2024-03-31 4,671 $234,000 0
   CULLEN FROST BANKERS INC 488 - 2023-12-31 3,644 $191,000 0
   Turim 21 Investimentos Ltda. 31 - 2023-12-31 3,235 $169,000 0
   Silicon Valley Capital Partners - 2024-03-31 2,889 $145,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 175 - 2024-03-31 2,443 $122,000 0
   SANDY SPRING BANK - 2023-12-31 1,670 $87,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 1,632 $85,000 0
   Hartland & Co. LLC 614 - 2023-12-31 1,618 $85,000 0
   HARTFORD FINANCIAL MANAGEMENT INC. 193 - 2024-03-31 1,576 $79,000 0
   Bay Harbor Wealth Management LLC 82 - 2024-03-31 1,559 $78,000 0
   Main Management LLC 83 - 2023-12-31 1,300 $68,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 258 - 2024-03-31 1,300 $65,000 0
   TFC Financial Management - 2024-03-31 1,170 $59,000 0
   KENFARB & CO. 136 - 2023-09-30 1,400 $56,000 0
   Fortitude Family Office LLC 137 - 2024-03-31 1,100 $55,000 0
   Princeton Global Asset Management LLC 261 - 2024-03-31 1,017 $51,000 0
   MONTAG A & ASSOCIATES INC 619 - 2023-12-31 688 $36,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 715 $36,000 0
   Avondale Wealth Management 93 - 2024-03-31 676 $34,000 0
   RFP Financial Group LLC 222 - 2023-12-31 622 $33,000 0
   Prestige Wealth Management Group LLC 293 - 2024-03-31 625 $31,000 0
   DELTA ASSET MANAGEMENT LLC/TN 338 - 2023-12-31 480 $25,000 0
   SMITHFIELD TRUST CO 658 - 2023-12-31 475 $25,000 0
   Winch Advisory Services LLC 199 - 2023-12-31 420 $22,000 0
   Front Row Advisors LLC 255 - 2023-12-31 393 $21,000 0
   Asset Dedication LLC 587 - 2024-03-31 426 $21,000 0
   PARKSIDE FINANCIAL BANK & TRUST - 2024-03-31 400 $20,000 0
   Close Asset Management Ltd 184 - 2023-12-31 365 $19,000 0
   SALEM INVESTMENT COUNSELORS INC 726 - 2024-03-31 350 $18,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 277 - 2023-12-31 345 $18,000 0
   EMFO LLC 202 - 2024-03-31 364 $18,000 0
   HM PAYSON & CO 754 - 2023-12-31 350 $18,000 0
   Nemes Rush Group LLC 362 - 2023-12-31 317 $17,000 0
   HARBOR INVESTMENT ADVISORY LLC 784 - 2024-03-31 300 $15,000 0
   BENJAMIN EDWARDS INC 594 - 2024-03-31 300 $15,000 0
   JNBA FINANCIAL ADVISORS 426 - 2024-03-31 300 $15,000 0
   Key Financial Inc 689 - 2024-03-31 236 $12,000 0
   Financial Freedom LLC 259 - 2024-03-31 248 $12,000 0
   HORIZON BANCORP /IN/ 186 - 2024-03-31 240 $12,000 0
   Quent Capital LLC - 2024-03-31 224 $11,000 0
   Insight Financial Services 62 - 2024-03-31 213 $11,000 0
   Gordian Capital Singapore Pte Ltd 55 - 2023-12-31 201 $11,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1060 - 2024-03-31 200 $10,000 0
   DHJJ Financial Advisors Ltd. 446 - 2024-03-31 194 $10,000 0
   EQUITEC PROPRIETARY MARKETS LLC 39 - 2023-12-31 200 $10,000 0
   TUCKER ASSET MANAGEMENT LLC 460 - 2023-12-31 200 $10,000 0
   Retirement Group LLC - 2024-03-31 209 $10,000 0
   Lumature Wealth Partners LLC 313 - 2023-06-30 230 $10,000 0
   Tortoise Investment Management LLC 576 - 2023-12-31 200 $10,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 234 - 2023-09-30 244 $10,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 243 - 2024-03-31 180 $9,000 0
   BDO Wealth Advisors LLC 711 - 2023-06-30 200 $9,000 0
   Lee Financial CORP 452 - 2023-12-31 165 $9,000 0
   Milestone Investment Advisors LLC 115 - 2023-12-31 150 $8,000 0
   Beaird Harris Wealth Management LLC 351 - 2023-12-31 150 $8,000 0
   American Capital Advisory LLC 277 - 2024-03-31 170 $7,000 0
   Bank of New Hampshire 435 - 2024-03-31 140 $7,000 0
   CNB Bank - 2024-03-31 120 $6,000 0
   GHP INVESTMENT ADVISORS INC 713 - 2024-03-31 100 $5,000 0
   KISTLERTIFFANY COMPANIES, LLC 761 - 2023-06-30 111 $5,000 0
   ISLAY CAPITAL MANAGEMENT LLC 191 - 2023-12-31 100 $5,000 0
   WHITTIER TRUST CO - 2024-03-31 90 $5,000 0
   CALDWELL SUTTER CAPITAL INC. 643 - 2024-03-31 108 $5,000 0
   PrairieView Partners LLC 309 - 2024-03-31 80 $5,000 0
   Laurel Wealth Advisors LLC 456 - 2023-12-31 100 $5,000 0
   Pacific Center for Financial Services 313 - 2023-12-31 91 $5,000 0
  100 Records found
  1    
  Page 1 of 1
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